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OneDigital Investment Advisors LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OneDigital Investment Advisors LLC on AAPL, newest first. How the timeline and the estimate are built.

OneDigital Investment Advisors LLC held 617,608 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 617,608 shares
    Change vs previous 13F +7,421 shares

    1.51% of the 13F portfolio, value $178,711,154.

    13F-HR 0001690370-26-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 610,187 shares
    Change vs previous 13F +11,272 shares

    1.51% of the 13F portfolio, value $154,859,334.

    13F-HR 0001690370-26-000004 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 598,915 shares
    Change vs previous 13F +2,426 shares

    1.6% of the 13F portfolio, value $162,820,975.

    13F-HR 0001690370-26-000003 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 596,489 shares
    Change vs previous 13F +12,196 shares

    1.56% of the 13F portfolio, value $151,884,070.

    13F-HR 0001690370-25-000007 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 584,293 shares
    Change vs previous 13F -50,968 shares

    1.33% of the 13F portfolio, value $119,879,447.

    13F-HR 0001690370-25-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 635,261 shares
    Change vs previous 13F -15,236 shares

    1.67% of the 13F portfolio, value $141,110,465.

    13F-HR 0001690370-25-000004 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 650,497 shares
    Change vs previous 13F -35,833 shares

    1.89% of the 13F portfolio, value $162,897,407.

    13F-HR 0001690370-25-000001 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 686,330 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $159,914,855.

    13F-HR 0001690370-24-000005 filed by OneDigital Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).